It’s More Than Money

Budgeting Rules and Tools (Part 1)

When I was ten, we would visit our family friends in Michigan called “the five boys”, for obvious reasons. Being a ten-year-old looking for fun, their pig farm was perfect. We would arrive and clamber out of the car yearning for the green light from our parents. Once they gave us the nod we would

Aging Isn’t For Sissies

Thanksgiving 1986, we traveled to Sewanee, TN to see Jonathan’s family: parents, sisters, cousins, and a host of golden retrievers. Jonathan’s mom, Charlotte, always got an A+ on Thanksgiving. Her home was inviting, her turkey was perfect, she had mastered all the sides as well – always with what seemed like such ease.  But that

The Quarter in Charts – Q2 2019

On the heels of a rough end to 2018, we’ve seen the largest increase in the S&P 500 to start the year since 1997. The chart below from Charlie Bilello details the other top 10 first 127 trading days of the year since 1928. And before your eyes drift to the red, remember that you’re

When Does Buying A Home Not Make Sense?

For most, owning a home is one of the next big steps after college. A few years pass and you’re either earning more money or starting a family and you roll your equity into a bigger house. However, after the real estate market took a hit in ’08/’09 people have started questioning this age-old wisdom

What’s A Little Money Between Family?

We often ask clients about their best and worst money choices. It is probably not surprising to learn that “lending money to family” can show up in either column. Below, we’ll touch on the essential aspects of loaning money to family so that if you decide to go down that route (either as borrower or

2019 Habitat Women Build

One of my privileges in 2019 is to serve as President of the Women’s Professional Forum (WPF).  Last fall one of the members of WPF asked me if I thought WPF would like to be part of the 2019  Habitat For Humanity Women Build. I offered her idea to our board of directors who quickly